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How to Delete a User in LoanBeam

From the User Management tab, Client Admin users can create and manage users, user groups, office locations, change email notification settings and view event logs.

STEPS:

Hover over your username on the top right side of the LB web dashboard.

Click on Admin > User Management tab. The below screen will be displayed.

To delete a user, select the user from the users list and click on the "Delete" button.


 

A dialog box as shown below is displayed. Click "Yes" to confirm deletion or else click "No".



A notification pop-up is displayed on the screen. On deleting the user you can create a new user with same email address.

 

Note:

The logged-in user cannot delete his/her own user information.

 

  • There is no bulk delete
    • Can sort by date to more easily find users who have not logged in for a while
  • Suggest Access Control Setting for future (not retro), but NOTE that it will disable ADMINs who do not log in…
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  • 20-Feb-2023
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